India

[Xerxes]

https://www.motilaloswal.com/site/rreports/635542588369519988.pdf

 

Edited June 29, 2024 by Xerxes

[fareastwarriors]

Congrats India!

 

 

https://indianexpress.com/article/sports/cricket/india-vs-south-africa-live-score-t20-world-cup-2024-final-match-55-today-ind-vs-sa-latest-scorecard-updates-9422139/

[Xerxes]

2 hours ago, Haryana said:

 

How about the latest one instead of from 10 years ago - 

https://www.motilaloswal.com/site/rreports/638386053948166886.pdf 

(Page 3)

"Adani Enterprises is the Best All-round Wealth Creator for the second time in a row

 We define All-round Wealth Creators based on the summation of ranks, under each of the 3 categories – Biggest, Fastest and Consistent. Where the scores are tied, the stock price CAGR decides the All-round rank.

 Based on the above criteria, Adani Enterprises has emerged as the Best All-round Wealth Creator."

 

100%. 

Thank you !

[whatstheofficerproblem]

 

What could it be I wonder?

[Hektor]

FIH.U 

[Hektor]

 

Let's see if there is a response

[Hektor]

Yeah, this new report doesn’t seem to be strong. 

[Parsad]

RIP Rattan Tata...one of India's most brilliant businessmen!  Cheers!

 

https://www.cnn.com/2024/10/09/business/ratan-tata-death/index.html

[Xerxes]

Powerful image … missa thinks 

 

If Trump wins, I would wager he might have United States join the BRIC as well. 
 

G20 will be dismantled 

 

Edited October 26, 2024 by Xerxes

[Xerxes]

Edited October 26, 2024 by Xerxes

[UK]

 

[Spekulatius]

Nothing about Adani’s bribery charges from the cheerleaders here as one would expect:

https://www.justice.gov/usao-edny/pr/billionaire-chairman-conglomerate-and-seven-other-senior-business-executives-indicted

[Xerxes]

On 11/15/2024 at 12:23 AM, UK said:

 

Thanks. He seems to repeat more the same. Keeping cards close to the chest.
I have heard that $7B before and $7B so many times. 

 

it is funny how the video froze exactly at that moment. 
 

great hostess, btw, thinking fast on her feet 

 

 

[Haryana]

There was a time when Modi was outcasted by the US. He was disallowed to get entry. 

 

Then came the time when he delivered multiple addresses to the US Congress and received hundreds of standing ovations.

 

Modi came out of a village and became the top politician. An analogy is Adani who is also from a village in India and now became the top industrialist. 

 

Adani is currently under attack by the US entities and media. 

 

Now is likely a good time to know more on Gautam Adani. 

 

[whatstheofficerproblem]

Cheerleaders? I think Spek is consuming a lil too much of DW & BBC content these days, no offense .

 

I am not even trying to be Alex Jones, but kind of ironic that the DA who is prosecuting Adani has ties to the OSF & the even more ironic part of the injunction brought against Adani about bribery are states where unironically the Congress is in power .

 

Either way, there are plenty of American billionaires who have had bribery charges bought against them. One of them is our dear friend, Mike Milken who btw was indicted on 98 counts of bribery and fraud & settled with the US govt for $600M. Now he runs the Milken Institute, the politics of which I don't think is worth getting into.

 

I think India will continue to grow regardless, the beauty of emerging markets is such. Adani represents Indian economy as much as Jeff Bezos does the US economy. So I don't think it is even relevant to bring the guy into the topic. I think we have potential 10-100 baggers in the Indian market today considering even the biggest Indian companies are still very much in their growth phase. I'm planning on starting a thread on some names, but we'll see.

Edited December 28, 2024 by whatstheofficerproblem

[Spekulatius]

The biggest problem with Indian markets that unless you are an Indian citizen or an institutional investor, you can’t buy equities there, with a few foreign traded exceptions. Similar situation with South Korea. 
 

For most of us, the research starts and stops right there. If I could buy Indian stocks, I would not buy anything with Adani’s name on it. That guy has corruption written all over him. There are probably a lot of ten baggers, but India is also by far the most expensive  EM out there, so I am not sure index investing is the road to riches.

[Spekulatius]

21 hours ago, Haryana said:

 

This channel is very opinionated. Also, I don’t think I posted much DW or BBC sources here. DW does not deal much with India anyways as it is less important for Germany now than the issues with China, Ukraine, USA.

 

India media sources themselves are terrible. Looks like junk or government propaganda. Stuff like this is no exception:

Why is reporting from Indian media sources terrible?

Edited January 3, 2025 by Spekulatius

[villainx]

On 12/28/2024 at 5:24 AM, whatstheofficerproblem said:

I think Spek is consuming a lil too much of DW & BBC content these days, no offense .

 

I was trying to figure out what DW was, but then I realized I had BBC wrong too.

[Hektor]

https://www.wsj.com/business/energy-oil/big-oil-is-offshoring-its-prized-engineering-jobs-to-india-2e487fd0

 

Big Oil Is Offshoring Its Prized Engineering Jobs to India

Chevron, BP, others moving work to the country, where engineers are paid salaries about a third or fourth of U.S. counterparts’

 

 

[Hektor]

https://www.nytimes.com/2025/05/06/world/asia/india-pakistan-attacks.html

India Strikes Pakistan Two Weeks After Terrorist Attack

 

India said early Wednesday that it had conducted strikes on Pakistan, two weeks after an attack by armed militants killed more than two dozen civilians in Indian-administered Kashmir.

 

The Indian government said its forces had struck nine sites in Pakistan and on Pakistan’s side of the disputed Kashmir region. Pakistani military officials said that five places had been hit, in Punjab Province and its part of Kashmir.

[moatrep]

I mean two dozen civillians it's peanuts nowdays. In gaza was 2.000 and the university students still defend them... probably a little too much scalation. Not clear if is just a civilian terror organization, 2 dozen civilians is what a kid can manage to do.

[moatrep]

It is soon but this over reaction by a big country like India is quite a new development.. more so with his 20 percent muslim population. It's the continuation of the conflict but the casus beli was stated as this small terror attack.. Internationally speaking brics and the US have to meditate how much they can trust in India

Edited May 7, 2025 by moatrep

[Xerxes]

It is sad, I actually consider doing hikes in Kashmir and the Karakoram mountain ranges earlier this spring. 
 

had already changed my plan though 

 

probably, I ll re consider 5 years from now. 

[Vish_ram]

we had to cancel our trips to Leh/Nubra valley in july. bummer. 

[Spekulatius]

5 hours ago, moatrep said:

It is soon but this over reaction by a big country like India is quite a new development.. more so with his 20 percent muslim population. It's the continuation of the conflict but the casus beli was stated as this small terror attack.. Internationally speaking brics and the US have to meditate how much they can trust in India

Trust with respect to what?

 

I think these strikes (which violate Pakistans sovereignty ) are for Indias domestic audience to reinforce Modi’s strongman image. They are unlikely to solve the underlying problem.

 

Did the Pakistan’s really shoot down 5 Indian fighter jets? if so, the Indian strikes were a disaster.

https://nationalinterest.org/blog/buzz/did-pakistan-really-shoot-down-five-indian-fighter-jets-heres-what-to-know